Document Packages

The completion of a real estate matter often involves groups of precedents being produced at the same time, in particular at the time of signing. Prolegis allows you to create standard document packages that can be attached to worksteps or searched for and used within the matter (Actions > Documents - in Precedents). 

Document packages allow firms to standardize the groups of documents they’d like used in the real estate matter.

To create or edit a document package, go to Practice > Settings > Document Packages.

To add a new document package, click + Document Package.

To edit an existing document package, click Edit.

To delete an existing document package, click the arrow next to the Edit button and select Delete.

Please Note - a Document Package cannot be deleted if it is attached to a Work Step. If you want to delete a Document Package that is attached to a work step, first remove the Document Package from the Work Step and then delete the Document Package.

(1) Insert the desired name of the document package in the Name field.

(2) Indicate what type of matter the document package will be for by clicking in the field below “Variants”.

NOTE: When a matter type is selected, only those precedents that apply to that particular matter type will be displayed on the right side of the layout.

(3) To add a precedent to your document package, click the box next to the desired precedent in the “Available Document” column. The precedent will appear in the “Selected Document” column. To reorder the precedents, click and hold on the precedent and drag into the position you would like it to be.

(4) Click “Save”.